Anic Equity¶
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Total return since start: 0.569 %¶
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Equity now: -----------------------------> 47914.79 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46519.83 Kr¶
PnL: ---------------------------------------> -368.74 Kr¶
DD now: ---------------------------------> -1.47 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-24 11:13:41.421858'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | -1.130000 | 3172.000000 | 201.000000 | 6.770000 | 2971.000006 |
| HEBA B | 70 | -1.230000 | 2803.500000 | 167.500000 | 6.350000 | 2636.000010 |
| FM Mattsson Mora Group B | 50 | 1.350000 | 3000.000000 | 73.000000 | 2.490000 | 2927.000000 |
| Corem Property Group B | 59 | 0.370000 | 635.430000 | 58.430000 | 10.130000 | 576.999999 |
| AcadeMedia | 12 | 0.100000 | 603.000000 | 46.000000 | 8.260000 | 557.000004 |
| MedCap | 2 | 0.000000 | 465.000000 | 44.000000 | 10.450000 | 421.000000 |
| HMS Networks | 2 | -1.120000 | 709.200000 | 36.200000 | 5.380000 | 673.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -1.790000 | 389.900000 | 34.900000 | 9.830000 | 355.000000 |
| Boozt | 12 | -0.070000 | 1687.200000 | 33.200000 | 2.010000 | 1653.999996 |
| SAAB B | 8 | 0.190000 | 3409.600000 | 32.600000 | 0.970000 | 3377.000000 |
| Resurs Holding | 22 | 0.470000 | 606.540000 | 32.540000 | 5.670000 | 573.999998 |
| Norva24 Group | 16 | -0.280000 | 563.200000 | 20.200000 | 3.720000 | 543.000000 |
| Eastnine | 4 | -0.160000 | 508.000000 | 17.000000 | 3.460000 | 491.000000 |
| Intrum | 4 | -0.620000 | 543.000000 | 16.000000 | 3.040000 | 527.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.180000 | 577.500000 | 15.500000 | 2.760000 | 562.000005 |
| Swedbank A | 3 | 1.770000 | 578.550000 | 14.550000 | 2.580000 | 564.000000 |
| Coor Service Management Hold. | 8 | -0.150000 | 546.000000 | 14.000000 | 2.630000 | 532.000000 |
| Securitas B | 6 | 0.620000 | 583.560000 | 13.560000 | 2.380000 | 570.000000 |
| OEM International B | 7 | -1.030000 | 539.000000 | 11.000000 | 2.080000 | 527.999997 |
| CTEK | 13 | 0.940000 | 541.710000 | 7.710000 | 1.440000 | 533.999999 |
| Karnov Group | 9 | -0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Handelsbanken A | 5 | 0.780000 | 550.250000 | 4.250000 | 0.780000 | 546.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.480000 | 247.680000 | 1.680000 | 0.680000 | 246.000000 |
| Nordea Bank Abp | 29 | 0.250000 | 3452.740000 | -1.260000 | -0.040000 | 3453.999992 |
| Creaspac SPAC | 6 | -0.420000 | 574.200000 | -2.800000 | -0.490000 | 577.000002 |
| Midsona B | 63 | -0.330000 | 567.630000 | -15.370000 | -2.640000 | 582.999984 |
| Essity B | 2 | -0.850000 | 558.400000 | -15.600000 | -2.720000 | 574.000000 |
| Essity A | 4 | -1.240000 | 1118.000000 | -31.000000 | -2.700000 | 1149.000000 |
| International Petroleum Corp. | 5 | -2.960000 | 558.000000 | -36.570000 | -6.150000 | 594.565215 |
| Sampo Oyj SDB | 7 | -1.280000 | 3794.000000 | -56.000000 | -1.450000 | 3850.000000 |
| Vivesto | 1368 | -2.180000 | 539.540000 | -73.460000 | -11.980000 | 612.999432 |
| Axfood | 13 | -0.570000 | 3640.000000 | -116.000000 | -3.090000 | 3756.000001 |
| Fasadgruppen Group | 35 | 3.300000 | 3612.000000 | -199.000000 | -5.220000 | 3810.999990 |
| OX2 | 18 | -1.130000 | 1423.800000 | -240.200000 | -14.440000 | 1663.999992 |
| Ovzon | 52 | -1.070000 | 2880.800000 | -481.200000 | -14.310000 | 3361.999992 |
| TOTAL | 46519.830000 | -368.740000 | -1.47049% | 46888.564618 |
Updated:¶
'2023-01-24 11:13:54.350145'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
